2011 Fall OAUG Buyer's Guide by Oracle Applications Users Group (OAUG)

2011 FALL

EDITION

THE SOURCE FOR ORACLE APPLICATIONS USERS

RESOURCES. SOLUTIONS. EXPERTISE.

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by line ARTICLES

4 Oracle EBS data loading using appLOAD® at LifeWay Christian Resources Subheader by Austin Davis, Vice President of Marketing, Chain-Sys Bold – Italic Body copy Ipsae officie ndipidi blaut ipsae mos accusaperum doluptio. Itatquatem faceaqu atature, con resseque net idempost pedigentiur? 6 How to Design a Chart

of Accounts to Take Advantage of Oracle® E-Business Suite Release 12 Gitas quiatur? Gent, et et faccus dolupta essecerupis que prem rerum quiae dolore, te sam rem facesequod est byvolore Helene Abrams, maiorro volorent imodCEO, quiam,eprentise corit lit duntion repedi cuptatur? Uptatio nsequi ilitassus mossumquibus sum, et maximus aperchil illita nimolute ped exerro es qui aut ea con nobis molorero beribus atati sed eum que consecerum se velestinctis ipitas nos eat. 8 Lesaffre Yeast Dives into Financial

Details with Flexible Reporting by Chris Meyer, Director Americas, Excel4apps

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10 A Primer on Oracle E-Business Suite R12 Reporting Options by Gustavo González and Tom McGrath, IT Convergence voluptatem eiust, aute nullab imillaut di nosseruptae voluptae estiam harum doluptae la etur sectem et expello

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12 What Youtibus, Need to Know Upgrading torcitatiur? Qui cullestotas voluptae. Nequi cus atemque con ratisin sincte omnim About est, nonsequos explace que plandame vent, is sitas suntius, iunt, corpore Oracle Applications Release 12 hendae duci ari corem dendi blame et es dolorit audandi aut ipicae. rercimus quis CPA re estiand quibuscimi, iumMcDonald et doluptatem faci Project nem. Arcillo reicitiat.LLC Onby Robertunt D. voluptat Anderson, Kimberly Baker, Partners, Ga. Et estrum aut quam nimolor renis dolupti rem ut event.

BUYER’S GUIDE CATEGORIES

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16 Product Families 17 Services ut adi offictaquas dolorerion reiumquam ius debit estrumet vella si solestiost The aut etOAUG officiatis ipicill anihil int Solution quo 18 temporerem qui Areas resto ditas dolum ut porrovid untis eaquis volupta tusdande vendi assedit as dus, nullend Buyer’s Guide isciis20 suntio dolorecus re, nobistis num as evendus, temodi dollaniatur soles verchil Company Listings alicaborit odigenet fuga. Nequas veraharum et illenecum id eiusanis plabore eatiur, sa sum facerrovid eturectur,

is online, searchable and updated regularly with product announcements and news. Visit oaug.org.

The 2011 OAUG Buyer’s Guide is a publication of the Oracle Applications Users Group (OAUG). 3525 Piedmont Road Building Five, Suite 300 Atlanta, GA 30305 p: +1 404.240.0897 | f: +1 404.240.0998 e-mail: membership@oaug.com | oaug.org

Oracle EBS data loading using appLOAD® at LifeWay Christian Resources by Austin Davis, Vice President of Marketing, Chain-Sys LifeWay Christian Resources is a religious nonprofit organization and is an entity of the Southern Baptist Convention. LifeWay produces Bibles, church literature, books, music, audio and video recordings, church supplies and Internet services. The ministry operates 154 LifeWay Christian Stores across the country. LifeWay’s home office is in Nashville, Tennessee, where about 1250 employees work. LifeWay has successfully implemented Oracle EBS Financials, Projects, APC, Inventory, Purchasing, Order Management and Advanced Pricing modules for its global operations. LifeWay is on version 11.5.10.2 and their production database size is 1200 GB.

Data loading activities performed by LifeWay: •

Item creation and update.

•

Item categories, item catalogs and item cross reference creation and update.

•

PLM: Advanced Products Catalog creation.

•

Bills of material Creation and Update.

•

New Customer Creation and Update.

•

AR Invoice, Credit Memos and Debit memo creation.

•

AR Cash Receipt application with or without the invoice numbers.

•

Project Budget Creation.

•

Projects with tasks and key member creation and update.

•

Price List creation and update.

•

Sales order processing.

The Struggle with DataLoader Manual mass data loading/maintenance within Oracle E-Business Suite can be tedious and very time consuming. LifeWay utilized DataLoader for performing data loading as an alternative to manual methods. The DataLoader tool took a lot of time and still could not provide a fool-proof and robust solution. Amy Goolsby recalls that for about 1500 items loading it required constant monitoring and took two weeks with eight computers in the conference room. This time does not include the data loader spread sheet preparation time.

LifeWay chooses appLOAD® LifeWay evaluated and selected appLOAD® productivity tool from Chain-Sys Corporation for its Data Loading activities in Oracle E-Business Suite. appLOAD® is a new generation data conversion tool for Oracle E-Business Suite 11i/R12. The tool significantly reduces project timelines and cuts costs. It is extremely useful during implementation or reimplementation and for routine production data maintenance. It is very easy to use and does not need programming. It supports all open interfaces and APIs. appLOAD® is a reliable and scalable back-end web-based application that is not front end driven and not EXCEL macros driven. Any business user can confidently use this tool and convert the data without any technical assistance. With appLOAD®, there is no programming required for any of your data conversion needs.

Productivity gains using appLOAD® Within a week of installing appLOAD, the business users started using the tool very effectively for their data loads. Amy Goolsby remarks, “What I like about appLOAD is how fast it is. appLOAD executes the data loading processes in the background with no baby sitting needed. I can do the same task in four hours that used to take two weeks.” David Jamieson of LifeWay says, “The projected return on investment provided through use of the appLOAD application easily justified the cost of the product. We have identified uses that impact all business areas within E Business Suite. Chain-Sys has been extremely responsive in identifying the most efficient uses of the tools and responding to our questions as we have begun to use the tool.”

appLOAD™ Benefits • Time and cost savings. • Highly stable, reliable and scalable. • Fast in processing the data loads. • All processes are executed on the application server as a Java process (thread). • No need to watch Desktop/Laptop screens when processing takes place. • Highly user friendly.

The Right Tool The appLOAD® tools are a right choice for the IT environments of today and the technology changes that are coming up. Rooted in Enterprise Java/J2EE standards, it takes advantage of the enterprise quality scalability and reliability of the platform and is amenable to traditional deployments within the enterprise as well as to the Software as a Service model. appLOAD® is currently available in the cloud in Managed SaaS and Subscription SaaS for EBS Data Conversion needs.

About Chain-Sys Chain-Sys is an Oracle Platinum Partner and has been highly successful in EBS implementations using OBAs and appLOAD® tools. The appLOAD Productivity tools

(appLOAD,

appEXTRACT,

appINTERFACE,

appMIGRATE) accelerate technical implementation and data conversion, ease production data maintenance, migrate data to R12, interface EBS with external applications and provide huge cost savings. appBI is an out of the box BI solution for EBS with pre-built data warehouse and dashboards. Customers include Lifeway, American-Axle, Teknion, Comcast, Boart-Longyear, BILT, Patel Logistics and Ingersoll-Rand. www.chain-sys. com. austin@chain-sys.com.

How to Design a Chart of Accounts to Take Advantage of Oracle® E-Business Suite Release 12 by Helene Abrams, CEO, eprentise The chart of accounts (accounting flexfield) in Oracle E-Business Suite (EBS) is the basis for tracking and reporting on the financial aspects of the business. A good chart of accounts (COA) provides structure for managing business uniformly, facilitates compliance with local and statutory requirements, enhances communication across all parts of the business, and provides flexibility for changes in the business. There are five criteria for designing a good chart of accounts.

Criteria 1: One type of information Your chart of accounts should have one (and only one) type of information in each segment. If the type of information in a segment is not unique, the chart suffers from redundant information across segments, creating potential inaccuracies during reporting. Keeping information types unique to a single segment eliminates this type of mistake and solidifies the consistency of a company’s financial data. Additionally, it reduces the maintenance of keeping information accurate in multiple places.

Criteria 2: Information not repeated Your accounting flexfield should not repeat information that exists in other modules of EBS. All of the information you need about transactions in those modules will be available to you in the subledgers.

Criteria 3: Enough room to expand Define your segment lengths to be long enough to accommodate future growth. Running out of values in a segment forces the same type of information to be carried in another segment or “doubling up” of a value, resulting in reporting inaccuracies.

Criteria 4: Use logical ranges Put values for each segment into logical ranges. If you know the trends in your business, you can define an appropriate number of characters for both a segment and the ranges it contains. Don’t hesitate to increase the length of a segment to accommodate a larger range. Increasing segment length to accommodate growth lets you build flexibility into the COA structure. Ranging your values logically promotes streamlined reporting, budgeting, and maintenance. It enables you to minimize the number of cross-validation rules, security rules, and Financial Statement Generator (FSG) report definitions by giving you the ability to define your rules and reports by ranges as opposed to individual values.

Criteria 5: No reliance on spreadsheets There are two major issues with relying on spreadsheets for consolidation or reporting. The first is that there are few controls in spreadsheets. Anyone can make a change to a spreadsheet. You also lose the drill-down and roll-up capabilities that make your accounting transparent (and allow you to comply with IFRS requirements).

A global chart of accounts R12 introduces new features (secondary ledgers, ledger sets, and subledger accounting) that allow for consistent global visibility and reporting but provide the ability to have local control. Best practices include creating the original transaction in the primary ledger and then using rules to automatically create or update the corresponding transactions in secondary ledgers that are used for local and statutory reporting. Data is entered in one place. A common global chart of accounts ensures that the data is entered consistently (in one place) and that enterprise reports are accurate. The R12 Advanced Global Intercompany System requires an intercompany segment in the chart of accounts. Combined, these features enable organizations to reduce the time spent translating, compiling, reconciling, and consolidating financial data from disparate charts of accounts and spreadsheets, shortening the time to close. With a single chart of accounts, accounting policies are standardized across the entire enterprise and everyone adheres to the same set of rules and definitions, increasing the level of enterprise governance and control over new code combinations. When designing a global chart of accounts, one segment is commonly used for localizations or analysis. Each country that is governed by different statutory requirements has a range within the localization segment. Values in that range drive the accounting rules that create entries in the secondary ledgers.

Conclusion It is possible to change your chart of accounts or merge multiple charts of accounts into a single, global chart without reimplementing. Get input on requirements from your stakeholders when creating a new chart of accounts, and document the decisions and requirements to support all parts of the business. Then, design a chart that gives you complete, consistent, and correct financial data, for now, and for the future.

About ePrentise eprentise provides software that allows Oracle E-Business Suite users to consolidate multiple production instances, to change existing configurations like charts of accounts and calendars, and to merge, split, or move sets of books, operating units, legal entities, business groups, and

inventory

organizations.

eprentise

gives

EBS

organizations the agility needed to support changing business requirements, avoid a reimplementation, and lower the total cost of ownership of ERP while also enabling real-time access to complete, consistent, and correct data across the enterprise.

Lesaffre Yeast Dives into Financial Details with Flexible Reporting by Chris Meyer, Director Americas, Excel4apps Major yeast producer gains direct access to Oracle financial data via Excel-based GL Wand, improving reporting efficiency and management support Lesaffre Yeast Corporation and Red Star Yeast Company LLC (www.lsaf.com), a joint venture between Lesaffre Yeast Corporation and Archer Daniels Midland Company Inc., produces yeast for a variety of applications throughout North America. In 2004, Lesaffre installed the Process Manufacturing version of Oracle E-Business Suite (OPM), which provided immediate business benefits, according to Michael Roach, Lesaffre Yeast’s controller. Lesaffre’s Finance and Accounting group, though, soon found challenges in working with Oracle Financial Statement Generator reports (FSGs). Roach’s team began searching for a tool to expedite financial reporting while providing better access to detailed OPM data. “The Oracle system provided a backbone of data that wasn’t previously available, but the key was being able to efficiently access, manipulate, and analyze this data to help drive the business,” described Roach.

A quest for reporting efficiency For Finance and Accounting, building and modifying FSGs with the Oracle Applications Desktop Integrator (ADI) was very time intensive. The team routinely spent more hours creating the financial reports, often in a trial and error manner, than performing analysis. “To modify a report, you accessed a separate template and used code to enter the information,” explained Jordan Lueck, senior accountant. “You then ran the report from Oracle, which took over an hour, only to often find out it didn’t work. It took a whole day to run our monthly 100-page package.” In addition to the laborious task of building and running reports, FSGs did not contain features that Finance needed, like statistical quantities and dollar amounts on the same row. Also, drill-down functionality in Oracle’s OPM version was limited. “You could access certain transaction details in Oracle or FSG reports, like drilling into a sales invoice list,” said Roach, “but if we tried to drill into OPM module data, we got limited information.”

Finding the right tool In 2008, Lesaffre explored new reporting solutions, which led to a one-hour demonstration of GL Wand from Excel4apps. Roach next opted for a one-month trial of the Excel-based reporting tool, which directly links with live Oracle data. “After two or three hours of GL Wand training, finance and accounting users could build reports and drill into live Oracle data via the Excel front end,” Roach described. “It was so easy compared with FSGs, without the time required for coding.” Lesaffre installed GL Wand in May 2008, although it did not yet have OPM drill-down capabilities. Working together, the two companies put the functionality in place, plus additional features. “Within a few months, GL Wand had the necessary OPM drill-down capability, along with drill-down for Oracle Trade Management on the Accounts Receivable side, which basic Oracle didn’t have,” Roach said.

Financial reports in a flash After a quick conversion of all existing FSG reports to GL Wand, Lesaffre’s Finance group saw major efficiency improvements. “It used to take an entire day to run our monthly report package, but with GL Wand it takes about two hours, with each report taking around 15 minutes,” said Lueck. Also, the Excel front end allows us to email reports, and the person requesting the report can modify it as necessary in Excel, which was impossible with scans from ADI.

As required, statistical accounts and dollars appear on the same row in GL Wand reports. Also, the Excel front end allows easy manipulation of data pulled directly from Oracle. “I calculate variances in GL Wand using a workbook of 30 interrelated worksheets that sums variances for our eight different business channels on one page, and then lets us drill into details,” Roach described. “It is invaluable having Oracle data in Excel.” Another benefit is the ease of uploading business information from GL Wand to Hyperion Financial Management (HFM) software, which is used by Lesaffre’s parent company to view financial data from its subsidiaries. “We spent a full day running a trial balance, then cutting and pasting accounts together to create specific balances,” said Noelle Wolter, senior accountant. “It now takes only an hour to run a GL Wand report, check balances, and upload the data to HFM.”

Better business and management support While GL Wand easily met Lesaffre’s goal of more efficient reporting, the software’s biggest impact has been in improved support of business analytics and management requests. “We get multiple ad-hoc report requests each day, and our eight

“GL Wand is a flexible reporting tool that has saved us countless hours and given us the ability to quickly analyze our financial results in great detail.” –Mike Roach, Controller, Lesaffre

business channel managers are asking for more detailed, customized reports to help them stay on budget,” described Lueck. “With GL Wand, it’s easy to modify an existing report to provide the detail they want in 10 minutes, whereas it took days with FSGs.” Lesaffre

pursuing

Activity

Before GL Wand

After GL Wand

Creating monthly reporting package

1 day

2 hours

Building ad hoc reports

2-3 days

5-10 minutes

GL Wand lets Finance retrieve and

Strategic planning and business analysis

Limited capability for analyzing budget vs. actual variance

Fast, detailed breakdown of variances by key parameters

compare it with actual performance.

Providing management with detailed data and analysis

Limited OPM drill down

Complete drill down implemented for OPM and Trade Management data

variances as we compare the current

Uploading select financial data to parent company

1 day

1 hour

comprehensive three- to five-year strategic

planning

goals.

Budget

information is entered in Oracle, and

“Our

reports

now

hone

three-year plan with a previous one, breaking down variances by volume, price, manufacturing costs, etc.,” Roach explained. “We spend our

time analyzing variances, not retrieving Oracle data. This fast access to accurate information is critical to our top management and business performance and planning.”

About Excel4apps Excel4apps (www.excel4apps.com) is a provider of best-in-class Excel based reporting and budget loading software for Oracle and SAP. Its award winning GL Wand, Budget Wand and Reports Wand products help financial professionals save time by delivering accurate and secure information in the familiar Excel environment. Excel4apps maintains offices in the United States, United Kingdom, Australia, United Arab Emirates and South Africa, with more than 7,500 users worldwide.

A Primer on Oracle E-Business Suite R12 Reporting Options by Gustavo González and Tom McGrath, IT Convergence You’ve got your Oracle E-Business Suite (EBS) up and running; the bugs have been worked out. Now all you need to do is report on its data. As every IT professional knows, your Oracle E-Business Suite investment is only as strong as the reporting solution backing it up. While meeting your organization’s reporting needs is never easy, EBS users have a wealth of options to choose from, including BI Publisher (formerly XML Publisher), Noetix Views, Discoverer, Noetix Platform, Noetix Answers, Noetix Generator and OBIEE. The standard BI Publisher is best used for operational reporting, including printing checks, labels, invoices, purchase orders, financial reports and government forms. Microsoft Office creates and edits templates, but they do require some technical knowledge. BI Publisher reports in almost any format and any way desired. In Oracle R12, BI Publisher builds many of the Standard Operational Reports. In the version of BI Publisher included with E-Business Suite, the XML output delivers the data from Oracle Reports and Financial Statement Generator Reports. In the OBIEE version of BI Publisher, however, Analysis ad-hoc queries deliver the data in addition to many other data sources. The standard BI Publisher can only report on Oracle Standard Reports and FSG’s. Another reporting option is Oracle Discoverer, an ad-hoc query, reporting, data analysis, and web-publishing tool. It’s a more basic tool that many businesses rely on, but Discoverer does not create dashboards and there are no pre-built reports, nor automated alerts. There is an option for businesses that are interested in quickly migrating their reports from Discoverer to OBIEE: use the migration utility which converts the end-user layer (EUL) within Discoverer and packages the reports into an OBIEE Metadata Repository. Noetix Views© are useful as they create an end-user layer within BI Discoverer or views for other reporting tools including OBIEE, reducing the implementation time of transactional reporting. Noetix Views© reduce the up-front learning curve for new users as the Oracle Tables can be quite complex. Another benefit is that Noetix guarantees that the Views will never break because Noetix will provide view updates for each version of Oracle E-Business Suite. Noetix Platform is an ad-hoc querying tool that allows users to view and publish reports from their web browser. Noetix Platform includes Noetix Web Query which is a browser-based ad-hoc querying tool. Noetix Answers is the powerhouse of reports that Noetix provides to answer hundreds of common business questions without the need for extensive development. It is what allows standard reports to be created into Noetix Platform. It allows end -users to access these pre-built reports to provide simple solutions to everyday tasks without the need for IT intervention. Finally, and probably the most discussed solution is OBIEE. OBIEE delivers all of the functionalities of the other reporting tools but has built-in dashboards as well. However, the truth is that no reporting solution fits all. The best reporting solution for an organization depends on its reporting needs. Organizations large enough to use the Oracle E-Business Suite typically require some type of ad-hoc reporting capability if not a complete Business Intelligence environment. What tools they need and are able to implement will depend on various factors including: budget, timeline, available technical resources, etc. To decide which reporting solution is right for you, it is necessary to dive into the details with our Oracle Applications Workshops, “Oracle E-Business Suite Reporting Options” and “OBIEE for Administrators and End Users.” For more information and to register, go to www.itconvergence.com/workshops.

What You Need to Know About Upgrading to Oracle Applications Release 12 by Robert D. Anderson, CPA, and Kimberly McDonald Baker, Project Partners, LLC Project Partners has been helping clients plan for Release 12 of Oracle Applications since 2008 and first presented on this topic at OAUG conferences in 2009. Much has changed since then, and we’re happy to provide the latest advice to help project-centric firms upgrade successfully to Release 12. This article is a synopsis of an in-depth whitepaper and free webinar that you will find on our website at www.ProjectP.com/R12. In the R12.1 point releases, Oracle has provided new functionality within the Projects Suite, making the upgrade more attractive to project-centric organizations in areas like: •

Subcontractor Management.

•

Change Management.

•

Contingent Worker enhancements.

•

Project Billing enhancements.

The changes in the User Interface and core Financial Applications make Release 12 different from the usual upgrade. In R12 the modules with the most users have also seen the most changes, making for significant impact on users of the following applications: •

General Ledger.

•

Accounts Payable.

•

Accounts Receivable.

•

Procurement.

•

Reporting tools.

Upgrade or Re-Implementation Re-implementation is a major commitment of time and resources. If the current Oracle instance leverages standard functionality, is current on patches and your data is clean, Oracle’s guided upgrade path will move you to R12 in an orderly manner. You may, however, need to re-implement if any of the following are true. •

Your business organizational structure has changed and the existing configuration no longer fits.

•

Your current implementation had many customizations that you would like to retire in order to use

new R12 features and functionalities and streamline operations.

•

Your original implementation has many issues; now is a good time to fix underlying problems.

•

You have data quality issues that can be fixed only with data import.

Be Prepared Complete as many of these items prior to migration as possible: •

New hardware may be needed, and the time from order to delivery could be much

longer than ever before.

•

You may need to upgrade your Oracle database, and doing so in advance of your applications

upgrade will make things much smoother.

•

Make sure your applications have all the recommended Oracle patches applied before you upgrade.

•

With Release 12 you will convert the data in your database, and because this takes time you want to

minimize the amount of data converted.

•

After mapping R12 functionality to your organization, you may identify business process changes that will

enable your firm to take full advantage of new features. Making these changes in advance will simplify the

upgrade process.

•

Other unique items you identified during the planning and assessment phase.

•

Identify where you have enough in-house resources to complete the work, and be prepared to supplement

with outside help from certified experts such as Project Partners LLC, as needed.

Learn More You will find much more information about successfully upgrading to Oracle Applications Release 12 on our website at www.ProjectP.com/R12 - including free webinars and whitepapers. Discuss your implementation concerns with our experts by calling +1.650.712.6200.

About Project Partners Project Partners, LLC offers consulting services and software products to project-driven firms and is a single point solution provider for all requirements across

Oracle®

E-Business

Suite™,

Oracle

Primavera™ and Oracle Fusion™ applications. Our global team includes many of the experts who designed and delivered the Oracle E-Business Suite Projects Applications. Our integrated products extend Oracle Projects™ and Oracle Primavera solutions, and our management consulting services are provided by Project Management Institute®-certified Project Management Professionals and Certified Public Accountants.

Headingasdfasdfas Article Title by line

Product Families

E-Business Suite

Fusion Middleware

Primavera

AT&T Bottomline Technologies Chain-Sys Corporation Colibri Limited Company Core Services eGain eprentise Excel4apps Inc. HCL AXON Hexaware Technologies IBM Inatech Informatica InsightSoftware.com IT Convergence KBACE Technologies Kofax Leeyo Software More4apps NaviSite Noetix O2Works LLC OneNeck IT Services OpAnalytix Perceptive Software Project Partners ReadSoft Red River Solutions Rimini Street SmartDog Services Solix Technologies Solution Beacon TurnKey Solutions Corp. Unitask Vertex XTglobal Zebra Technologies

Hexaware Technologies Kofax Solution Beacon

Project Partners

Hyperion Core Services HCL AXON interRel Consulting Red River Solutions Solution Beacon Teradata

Siebel/CRM/OBIEE eGain HCL AXON Informatica Noetix OpAnalytix Rimini Street Teradata TurnKey Solutions Corp.

Oracle Retail Zebra Technologies

Other Rimini Street

PeopleSoft Enterprise AT&T HCL AXON Hexaware Technologies IBM Informatica Leeyo Software NaviSite Noetix Perceptive Software Rimini Street TurnKey Solutions Corp. Vertex

The Buyerâ&#x20AC;&#x2122;s Guide Product Category listings provide a snapshot of the Oracle products each company supports. For a complete list of products and additional information about each company, please visit the Company Listings section beginning on page 20.

Services Consulting

Managed Services

Colibri Limited Company Core Services HCL AXON IBM Inatech interRel Consulting IT Convergence Leeyo Software O2Works LLC Red River Solutions SmartDog Services XTglobal

Colibri Limited Company Core Services OneNeck IT Services SmartDog Services XTglobal

Hardware Zebra Technologies

Hosting Services Core Services IT Convergence OneNeck IT Services

Implementation Chain-Sys Corporation Hexaware Technologies Kofax Leeyo Software O2Works LLC Project Partners SmartDog Services XTglobal

Other Rimini Street

Systems Integration More4apps O2Works LLC Project Partners

Training O2Works LLC SmartDog Services

Software Bottomline Technologies Excel4apps Inc. IBM InsightSoftware.com Kofax Leeyo Software Noetix OpAnalytix Perceptive Software Project Partners Solix Technologies Teradata Unitask

The Buyer’s Guide Services listings provide a snapshot of each company’s service offerings. For a complete list of services and additional information about each company, please visit the Company Listings section beginning on page 20.

Validated Integration Oracle Applications Be sure to ask your software vendors with integration to Oracle applications if they have Oracle Validated Integration. With Oracle Validated Integration, Oracle applications customers can be confident that a partner’s integration has been tested and validated by Oracle as functionally and technically sound, that the partner solution is integrated with Oracle applications in a reliable, standards-based way, and that the integration operates and performs as documented. For the most current list of Oracle Validated Integrations, please visit http://www.oracle.com/ us/partnerships/solutions/index.html.

Solution Areas Training

Financials Management

Master Data Management

O2Works LLC SmartDog Services

AT&T Bottomline Technologies Colibri Limited Company eprentise Excel4apps Inc. Hexaware Technologies InsightSoftware.com KBACE Technologies Kofax Leeyo Software NaviSite ReadSoft Solution Beacon TurnKey Solutions Corp. Vertex

Chain-Sys Corporation Informatica KBACE Technologies

Application Information Lifecycle Management IBM Informatica Solix Technologies

Business Analytics InsightSoftware.com OpAnalytix Teradata

Business Process IT Convergence Red River Solutions XTglobal

Customer Relationship eGain Inatech KBACE Technologies

Enterprise Performance Management Excel4apps Inc. InsightSoftware.com interRel Consulting IT Convergence Noetix Perceptive Software Red River Solutions Solution Beacon

Governance, Risk & Compliance IBM

Human Capital Management AT&T Hexaware Technologies KBACE Technologies NaviSite TurnKey Solutions Corp.

On Demand Informatica

Other Perceptive Software

Procurement Kofax

Project Portfolio Management Project Partners

Supply Chain Management Colibri Limited Company KBACE Technologies ReadSoft Zebra Technologies

Warehouse Management Zebra Technologies

The Buyerâ&#x20AC;&#x2122;s Guide Solution Areas listings provide a snapshot each companyâ&#x20AC;&#x2122;s areas of expertise. For a complete list of solutions and additional information about each company, please visit the Company Listings section beginning on page 20.

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Company Listings AT&T Sales Contact: Sales 2500 Riva Road Annapolis, MD 21401 800-809-3003 www.att.com/oracleservices AT&T’s Hosting & Application Services combines the power of AT&T’s global network, hosting capabilities, and proven application services expertise. As a Platinum Level Partner in the Oracle PartnerNetwork, AT&T delivers implementation and support services for the complete Oracle application lifecycle.

Bottomline Technologies Sales Contact: Joanne DeLangie 325 Corporate Drive Portsmouth, NH 03801 jdelangie@bottomline.com 603.501.5254 • 800.472.1321 www.bottomline.com Bottomline Technologies (NASDAQ: EPAY) provides collaborative payment, invoice and document automation solutions to corporations, financial institutions and banks around the world. The company’s solutions are used to streamline, automate and manage processes involving payments, invoicing, global cash management, supply chain finance and transactional documents. Organizations trust these solutions to meet their needs for cost reduction, competitive differentiation and optimization of working capital. Headquartered in the United States, Bottomline also maintains offices in Europe and Asia-Pacific. For more information, visit www.bottomline.com

Chain-Sys Corporation Sales Contact: Austin Davis 325 S. Clinton Street • Ste. 205 Grand Ledge, MI 48837 972.951.9237 • 855.app.LOAD Ext. 202 www.chain-sys.com Chain-Sys is an Oracle Platinum Partner and has been highly successful in EBS implementations using OBAs and appLOAD® tools. The appLOAD Productivity tools (appLOAD, appEXTRACT, appINTERFACE, appMIGRATE) accelerate the technical implementation and data conversion, ease production data maintenance, migrate data to R12, interface EBS with external applications and provide huge cost savings. appBI is an out of the box BI solution for EBS with pre-built data warehouse and dashboards. Customers include Lifeway, American-Axle, Teknion, Comcast, Boart-Longyear, BILT, Patel Logistics, Ingersoll-Rand.

Company Listings Colibri Limited Company Sales Contact: Jim Cotten 419 E. Crossville Road • Suite 102 Roswell, GA 30075 jcotten@colibrilimited.com 678.352.1001 www.colibrilimited.com Colibri is a full service consulting firm providing a complete range of services for the Oracle eBusiness and database communities. We offer implementations, upgrades, process improvement, audits, managed services, and hosting.

Core Services Sales Contact: Jennifer Lasida 130 Belmont Ave Somerset, NJ 08873 info@coreservices.com +1 908.686.0040 • +1 877.267.3797 www.CoreServices.com Core Services Corporation is an Oracle Platinum Partner, delivers Oracle-based business operations solutions and information systems and support to clients worldwide, providing Oracle Hosting and Consulting services. Additionally, Core Services is authorized to sell and service Oracle E-Business Suite, leveraging the Oracle Business Accelerators. Founded in 1990, Core Services also offers Managed, Remote DBA, Disaster Recovery, and Consulting services for new Oracle implementations and upgrades.

eGain Sales Contact: Sales 345 E. Middlefield Road Mountain View, CA 94043 info@egain.com 650.230.7500 • 800.821.4358 www.egain.com eGain is the leading provider of cloud and on-site customer interaction hub software. For over a decade, eGain solutions have helped improve customer experience, optimize service process and grow sales—across the web, social, and phone channels. Hundreds of the world’s largest companies rely on eGain to transform their fragmented sales engagement and customer service operations into unified Customer Interaction Hubs (CIHs).

Company Heading Listings eprentise Sales Contact: Helene Abrams 7648 San Remo Place Orlando, FL 32835 habrams@eprentise.com 407.290.6952 • 888.943.5363 http://www.eprentise.com eprentise provides software that allows Oracle E-Business Suite users to consolidate multiple production instances, to change existing configurations like charts of accounts and calendars, and to merge, split, or move sets of books, operating units, legal entities, business groups, and inventory organizations. eprentise gives EBS organizations the agility needed to support changing business requirements, avoid a reimplementation, and lower the total cost of ownership of ERP while also enabling real-time access to complete, consistent, and correct data across the enterprise.

Excel4apps Sales Contact: Scott Stollwerk 8384 Six Forks Road • Suite 201 Raleigh, NC 27615 scott.stollwerk@excel4apps.com 919.238.4040 Ext. 302 www.excel4apps.com Excel4apps is a provider of best-in-class Excel based reporting and budget loading software for Oracle and SAP. Its award winning GL Wand, Budget Wand and Reports Wand products help financial professionals save time by delivering accurate information in the familiar Excel environment. The company serves a range of industries, with over 7,500 users worldwide. All products are available for immediate download and free trial, installing in minutes with no data warehouse and no additional hardware, setup or security configuration needed.

HCL AXON Sales Contact: Kristine Marlborough 15 Exchange Pl. • Suite 730 Jersey City, NJ 07302 Kristine.Marlborough@hcl-axon.com 201.680.7000 www.hcl-axon.com HCL’s Oracle practice integrates business consulting and technology services. With our combined expertise in business transformation and Oracle products, we can help you successfully navigate from strategy through execution to measurable outcomes. We promote lasting results with a balanced approach that aligns people, processes, and technology.

Company Listings Hexaware Technologies Sales Contact: Ashley Peterson 1095 Cranbury-South River Rd • Suite 10 Jamesburg, NJ 08831 info@hexaware.com 609.409.6950 www.hexaware.com Hexaware’s core expertise span consulting, implementation, integration, development, testing and support services across major enterprise software systems such as PeopleSoft, Oracle, SAP and Microsoft. As an Oracle Platinum Partner, Hexaware focuses on key domains such as Banking, Financial Services, Insurance, Travel, Transportation, Manufacturing, Education, Retail, Life Sciences and Healthcare, Hexaware offers Oracle enterprise solutions, and includes complete lifecycle support across the PeopleSoft & Oracle E-Business Suite.

IBM Sales Contact: Sales Route 100 Somers, NY 10589 1.800.966.9875 www.ibm.com/solutions/oracle/us/en/ IBM stands out as a solutions partner for Oracle customers, with unparalleled end-to-end capabilities. Oracle customers benefit from IBM’s deep industry and business expertise and innovative hardware and software offering to deliver optimal results. IBM Global Business Services leverages knowledge gained from thousands of Oracle engagements including best practices and benchmarks to deliver solutions faster, more efficiently and with lower risk. IBM’s acquisitions, InfoSphere Optim and Guardium, Cognos, SPSS, Cast Iron, and Netezza enable comprehensive information management and analytics.

Inatech Sales Contact: Roopak N 39465 Paseo Padre Parkway • Suite 2900 Fremont, CA 94538 roopak.n@inatech.com 925.249.3001 www.inatech.com An Oracle Platinum Partner, CMMi Level 3 assessed and ISO 9001:2008 accredited, Inatech works with companies to realize technology opportunities to support business growth through Enterprise Business Solutions, Application Development Solutions, Managed Application Services and Infrastructure Management Services. Inatech has won several Awards and Recognitions including UKOUG ‘Middleware Partner of the Year’ , Oracle Partner Awards ‘Specialist Technology Partner of the Year’, Oracle Partner Network ‘Technology Partner of the Year’ Runner Up , to name a few.

Company Heading Listings Informatica Sales Contact: Sales 100 Cardinal Way Redwood City, CA 94063 650.385.5000 • 888.635.0899 www.informatica.com The Informatica Platform provides corporations with a comprehensive, unified, open and economical approach to lower IT costs and gain competitive advantage from their information assets held in the traditional enterprise and in the internet cloud.

InsightSoftware.com Sales Contact: Kathy Wells 5613 DTC Parkway • Suite 570 Greenwood Village, CO 80111 kathy.wells@insightsoftware.com 303.872.6959 www.insightsoftware.com Real-time information drives business decisions at every level. We know how easy it should be to get this information, yet how difficult it often is. We’ve been there, and we knew there was a better way. So we solved the problem. Get the information you need when you need it. Complete budgeting and forecasting cycles almost effortlessly. Handle day-to-day operational inquiries easily. Resolve reconciliation issues fast. And get started in under an hour. Really.

interRel Consulting Sales Contact: Danielle White 1000 Ballpark Way • Suite 304 Arlington, TX 76011 dwhite@interrel.com 214.864.8586 www.interrel.com Reigning winners of the Oracle EPM/BI Partner of the Year, interRel Consulting develops Oracle EPM and Hyperion solutions. interRel provides implementation consulting, on-site & classroom training, web-based & phone support, and infrastructure consulting to clients ranging from the Global 500 to mid-size companies. Home to 3 Oracle ACE Directors, interRel has published several books on Hyperion under the “Look Smarter Than You Are” series. Inc. Magazine recognized interRel in 2008, 2009 & 2010 as one of the fastest growing companies.

Company Listings IT Convergence Sales Contact: Cecilia Aceti 55 Broadway, 21st Floor New York, NY 10006 marketing@itconvergence.com 1.800.675.0032 Ext. 2363 www.itconvergence.com IT Convergence is a primer, global provider of consulting, education, development, support and hosting services for Oracle Database and the Oracle E-Business and Suites. Our cost-effective solutions improve business performance through better use of technology. Our offices in the US, China, India and Latin America give us the global reach to deliver senior technology, applications, and IT infrastructure expertise where ever and whenever you need it. Since 1998, IT Convergence has successfully partnered with 600 companies in over 50 countries.

KBACE Technologies Sales Contact: Jennifer Ardery 6 Trafalgar Square Nashua, NH 03063 jardery@kbace.com 603-821-7000 www.kbace.com KBACE Technologies Inc. is a global services company dedicated to providing complete services for customers of Oracle applications and technologies. As an Oracle速 Platinum Partner, KBACE is committed to delivering quality results. With an unwavering commitment to success, KBACE enables clients to be productive from day one by maintaining multiple lines of business dedicated to the Oracle速 E-Business Suite: Professional Services, SaaS Based HCM and Talent Management Suite, Education, Advanced Technology, Analytics, and Support Services.

Kofax Sales Contact: AP Automation Team 15211 Laguna Canyon Road Irvine, CA 92618 contactme@kofax.com (949) 783-1333 www.kofax.com Kofax plc (LSE: KFX) is the leading provider of document driven business process automation solutions. For over 20 years, Kofax has provided award winning solutions that streamline the flow of information throughout an organization by managing the capture, transformation and exchange of business critical information in a more accurate, timely and cost effective manner. For more information, visit www.kofax.com.

Company Heading Listings Leeyo Software Sales Contact: Jeff Jackson 2350 Mission College Blvd., Ste 1100 Santa Clara, CA 95054 jeff.jackson@leeyotech.com 408.988.5800 • 877.500.6901 www.leeyotech.com Leeyo Software, Inc. is the leader in revenue recognition automation. RevPro is the only “out-of-box” solution for automation of EITF 08-1 and 09-3 currently in the market.

More4apps Sales Contact: Sarah Conzemius 11400 W. Olympic Blvd. • Suite 200 Los Angeles, CA 90064 sarah.conzemius@more4apps.com 310.445.8853 www.more4apps.com More4Apps offers a broad range of Excel-based products that enable you to process information into Oracle E-Business Suite with superior speed and accuracy. Use the power of Excel to improve productivity, increase accuracy and reduce re-work; and give managers the confidence that the reports they receive from Oracle EBS reflect current information. More4Apps data loading Wizards are available for Oracle Financials, Project Accounting, HR, Assets, Purchasing, Order Management, Manufacturing and Inventory.

NaviSite Sales Contact: Irina Jakovleva 400 Minuteman Road Andover, MA 01810 info@navisite.com 978.682.8300 • 1.888.298.8222 www.navisite.com NaviSite, a Time Warner Cable Company, is a premier provider of enterprise-class hosting, managed application, messaging and cloud services. NaviSite delivers customized solutions through a global footprint of state-of-the-art data centers to enterprises looking to outsource IT infrastructure and reduce capital and operational costs. NaviSite is Oracle Certified Platinum Partner.

Company Listings Noetix Sales Contact: Sales 5010 148th Ave NE • Suite 100 Redmond, WA 98052 sales@noetix.com 425.372.2699 • 866.4NOETIX www.noetix.com Noetix provides instant operational reporting and packaged analytics for Oracle Applications. Patented metadata-driven software and lean architecture allow Noetix to offer the lowest cost BI solution to acquire, implement, and maintain. More than 1,400 customers use Noetix everyday to rapidly gain business intelligence insight into their organization.

O2Works LLC Sales Contact: Mark Clark 703 McKinney Avenue • Suite 304 Dallas, TX 75202 sales@o2works.com 972.466.2260 www.o2works.com O2Works LLC is an Oracle Partner and OAUG Star Partner Level 3 dedicated to all lifecycle phases of the Oracle E-Business Suite. We have worked with nearly 200 organizations worldwide in fresh implementations, upgrades, new module rollouts, location or country rollouts, and process improvements. Please visit our website for more information.

OneNeck IT Services Sales Contact: Jacqueline Cruz 5301 N. Pima Road • Suite 100 Scottsdale, AZ 85250 jacqueline.cruz@oneneck.com 480.315.3000 www.oneneck.com OneNeck IT Services is a leading global provider of hosted application management, managed hosting, cloud services and infrastructure services for mid-size organizations. OneNeck supports a variety of enterprise applications, including ERP systems such as Oracle and JD Edwards. Our comprehensive portfolio offering includes application, database and network management, data center management, disaster recovery, virtual machine management, managed backup and storage and 24/7 customer support. OneNeck provides services to users worldwide and has been profitable every quarter since inception in 1997.

Company Heading Listings OpAnalytix Sales Contact: Al Kannan 2135 CityGate Ln • Suite 300 Naperville, IL 60563 al.kannan@opanalytix.com 630.781.2822 • 877.672.6589 www.opanalytix.com OpAnalytix provides Operational Analytics for E-Business Suite, comprising EPM Dashboards, Cross Functional and Operational Reports Dashboards, 100s of Subject Areas for Ad Hoc analysis, powered by Enterprise Data Warehouse and presented using the robust OBIEE platform.

Perceptive Software Sales Contact: Drew Gresco 22701 W. 68th Terrace Shawnee, KS 66226 913.422.7525 • 800.941.7460 drew.gresco@perceptivesoftware.com www.perceptivesoftware.com Perceptive Software creates enterprise content management (ECM) software products that integrate easily with Oracle, JD Edwards and PeopleSoft applications to fuel efficiency. With Perceptive Software technology, including ImageNow document management, document imaging and workflow, you can capture, process and collaborate on important documents and content, protect data integrity throughout its lifecycle and access precise content in the context of your everyday business processes.

Project Partners Sales Contact: Michael Zwain 520 Purissima Street Half Moon Bay, CA 94019 information@projectp.com +1.650.712.6200 www.projectp.com Project Partners, LLC offers consulting services and software products to project-driven firms and is a single point solution provider for all requirements across Oracle® E-Business Suite™, Oracle Primavera™ and Oracle Fusion™ applications. Our global team includes many of the experts who designed and delivered the Oracle E-Business Suite Projects Applications. Our integrated products extend Oracle Projects™ and Oracle Primavera solutions, and our management consulting services are provided by Project Management Institute®-certified Project Management Professionals and Certified Public Accountants.

Company Listings ReadSoft Sales Contact: Sales 3838 N. Causeway Blvd Lakeway III, Suite 2400 Metairie, LA 70002 oracle@readsoft.com 504.841.0100 www.readsoft.com Companies around the globe trust ReadSoft to automate their financial document processes. ReadSoft’s Oracle – certified accounts payable solution has helped over 6,500 organizations monitor processes, gain real-time visibility into financial transactions, provide early notification of errors, decrease costs, and shorten total processing time. Optimizing procure-to-pay while maximizing companies’ investments in Oracle E-Business Suite are what have made ReadSoft become the global technology leader, with operations in 16 countries and partners in an additional 70. To learn more visit www.readsoft.com.

Red River Solutions Sales Contact: Michael Stewart 14800 Quorum Drive • Suite 325 Dallas, TX 75254 mstewart@redriversolutions.com 972.715.6103 www.redriversolutions.com Red River Solutions success in the marketplace revolves around establishing long term relationships with our clients and becoming their trusted advisor. We work with our customers to solve business challenges through technology solutions. We work hard to understand our customer’s goals and objectives so we can deliver solutions that meet these goals and objectives. Red River Solutions commitment to excellence and ability to execute gives us a competitive advantage in the markets we service.

Rimini Street Sales Contact: Kelli Gowin 7251 W Lake Mead Blvd. • Suite 300 Las Vegas, NV 89128 info@riministreet.com 702.839.9671 • 888.870.9692 www.riministreet.com Rimini Street is the leading third-party provider of enterprise software support services that enables Oracle and SAP licensees to save at least 50 percent in annual support fees and up to 90 percent in total cost of maintenance. Clients can remain on their current software release without any required upgrades or migrations for at least ten years. Hundreds of global, Fortune 500, midmarket, and public sector organizations from all industries have selected Rimini Street as their trusted, independent support provider.

Company Heading Listings SmartDog Services Sales Contact: Scott Elequin 7004 Bee Cave Road • Bldg 3, Suite 100 Austin, TX 78746 selequin@smartdogservices.com 512.279.2528 www.smartdogservices.com SmartDog Services is known in the marketplace as the “Oracle Customer’s Best Friend.” From full-scale implementations to ongoing support, companies benefit from our comprehensive diagnostics which enable our experts to proactively implement improvements in the software. In addition, our Solutions Catalog makes it easy to turn on enhanced features. Four time Oracle TOLA Partner of the Year, and recipient of the OAUG “User’s Choice and Best Visionary” awards in 2011, SmartDog Services is an Oracle Platinum Partner.

Solix Technologies Sales Contact: Akshay Kumar 4500 Great America Parkway • Suite 120 Santa Clara, CA 95054 akshay.kumar@solix.com 408.654.6400 • +1.888.GO.SOLIX (1.888.467.6549) www.solix.com Solix Technologies, Inc., a leading provider of Enterprise Data Management solutions, helps businesses to improve application performance, reduce storage costs, meet compliance and data privacy requirements by achieving Information Lifecycle Management goals, Data Governance strategies, and efficiently transition to Cloud infrastructure. Solix EDMS platform helps organizations implement Database Archiving, Test Data Management, Data Masking and Application Retirement across enterprise data. Solix ExAPPS is a purpose-built appliance with an integrated set of server, storage and software components for Application Retirement.

Solution Beacon Sales Contact: Jan Weiss 14419 Greenwood Ave. N. #332 Seattle, WA 98133 jweiss@solutionbeacon.com 206.366.6606 • 888.603.9243 www.solutionbeacon.com Since 2001, Solution Beacon has been helping companies solve problems by providing solutions that maximize business potential. With technical and functional expertise spanning the entire EBS footprint, Solution Beacon helps companies utilize Oracle systems. We are R12 experts; recognized for knowledge sharing with OAUG presentations and our public vision instance helping Oracle users to enhance their understanding of Oracle. As a midsized international consulting firm with Big 4 expertise, we are proud of our reputation and dedication to customer satisfaction.

Company Listings Teradata Sales Contact: Melonie Johns 10000 Innovation Drive Dayton, OH 45342 melonie.johns@teradata.com 866.548.8348 Teradata.com Teradata is an Oracle Gold Partner focused on Oracle business intelligence and data integration and is a leader in enterprise data warehousing. The combination of Oracle BI Suite EE Plus, Oracle BI applications, Oracle Essbase, as well as Oracle GoldenGate and Oracle Data Integrator with Teradata helps companies make better, faster decisions that drive growth.

TurnKey Solutions Corp. Sales Contact: Carnig Izmirian 621 17th Street • Suite 1320 Denver, CO 80293 cizmirian@turnkeysolutions.com 303.297.2363 Ext. 102 • 866.366.2369 Ext. 102 www.turnkeysolutions.com TurnKey Solutions provides Enterprise-level, comprehensive functional testing products and services for ERP, CRM and custom software application environments, i.e. Oracle EBS, PeopleSoft, Siebel, etc. Partnered exclusively with HP, we cooperatively offer a wide range of automated and outsourced Quality Management solutions, all designed to meet the diverse needs of clients and industries worldwide. Visit us at www.turnkeysolutions.com

Unitask Sales Contact: Joe McGee 1750 S. Telegraph • Suite 107 Bloomfield Hills, MI 48302 joe.mcgee@Unitask.com 248.430.0255 • 866.UNITASK www.unitask.com Unitask creates, sells and supports automation software products for the Oracle E-Business Suite. Customers of the Oracle E-Business Suite around the world rely on Unitask products to eliminate implementation and operational risk, improve the quality of the application and accelerate time-to-value. For more information, please visit www.unitask.com.

Company Heading Listings Vertex Sales Contact: Dave Homiak 1041 Old Cassatt Road Berwyn, PA 19312 Dave.Homiak@Vertexinc.com 800.355.3500 www.vertexinc.com Vertex provides a comprehensive suite of software and services backed by more than 30 years experience. Our innovative solutions help companies worldwide streamline tax management in every majoy line of business tax including income tax, transaction tax, and payroll tax.

XTglobal Sales Contact: Diane Gasparro 18170 Dallas Parkway â&#x20AC;˘ Suite 201 Dallas, TX 75287 dgasparro@xtglobal.com 866.446.2910 www.xtglobal.com Oracle eBusiness Applications Suite and Oracle remote DBA Services on a shared services model. Our shared services model includes Break-fix, TAR Generation, Working with Oracle Development to fix product bugs, Functional & Technical Support, Operations & End user Support, DBA Support, Change Request Management, Release & Configuration Management. Our Promise: Immediate reduction of 3045% in support costs; Additional savings of 5-8 percent spread across the contract duration; Commitment service levels with assured year-on-year improvements; Outcome-based SLA-driven model for accelerating productivity.

Zebra Technologies Sales Contact: Dean Jackson 333 Corporate Woods Parkway Vernon Hills, IL 60061 connector@zebra.com 1-800-423-0442 www.zebra.com/oracle Zebra Technologies provides the broadest range of innovative technology solutions to identify, track, manage, and optimize the deployment of critical assets for improved business efficiency. With innovative and reliable printing and location solutions, Zebra helps its customers to put the right asset in the right place at the right time.

Company Listings •••

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